$278 Million is the total value of PERSONAL CFO SOLUTIONS, LLC's 275 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was 47.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PJAN | New | INNOVATOR ETFS TRs&p 500 power | $16,739,000 | – | 667,974 | +100.0% | 6.01% | – |
| ITT | Buy | ITT INC | $14,811,000 | -28.6% | 326,511 | +16.3% | 5.32% | -10.5% |
| BA | Buy | BOEING CO | $9,231,000 | -54.2% | 61,898 | +0.1% | 3.32% | -42.5% |
| SHY | Buy | ISHARES TR1 3 yr treas bd | $6,347,000 | +522.9% | 73,229 | +508.1% | 2.28% | +680.8% |
| MSFT | Buy | MICROSOFT CORP | $4,764,000 | +14.0% | 30,207 | +14.9% | 1.71% | +42.9% |
| VGSH | New | VANGUARD SCOTTSDALE FDSshort term treas | $3,697,000 | – | 59,299 | +100.0% | 1.33% | – |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $3,634,000 | +1.3% | 67,642 | +15.7% | 1.30% | +26.9% |
| IGIB | Buy | ISHARES TRintrm tr crp etf | $3,511,000 | +58.7% | 63,929 | +67.5% | 1.26% | +98.9% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $3,354,000 | -12.0% | 2,884 | +1.0% | 1.20% | +10.3% |
| SCHO | New | SCHWAB STRATEGIC TRsht tm us tres | $3,178,000 | – | 61,428 | +100.0% | 1.14% | – |
| ADPT | New | ADAPTIVE BIOTECHNOLOGIES COR | $3,137,000 | – | 112,916 | +100.0% | 1.13% | – |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $3,093,000 | -12.0% | 2,662 | +1.4% | 1.11% | +10.3% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $2,953,000 | -15.1% | 11,427 | +6.1% | 1.06% | +6.4% |
| IJAN | New | INNOVATOR ETFS TRmsci eafe pwr | $2,818,000 | – | 132,664 | +100.0% | 1.01% | – |
| SPTS | New | SPDR SER TRportfolio sh tsr | $2,815,000 | – | 91,627 | +100.0% | 1.01% | – |
| KJAN | New | INNOVATOR ETFS TRrussell 2000 p | $2,648,000 | – | 122,471 | +100.0% | 0.95% | – |
| FTEC | Buy | FIDELITY COVINGTON TRmsci info tech i | $2,643,000 | +970.0% | 42,153 | +1134.7% | 0.95% | +1236.6% |
| VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $2,633,000 | -21.2% | 37,220 | +5.1% | 0.95% | -1.1% |
| AMZN | Buy | AMAZON COM INC | $2,542,000 | +17.8% | 1,304 | +11.6% | 0.91% | +47.7% |
| FB | Buy | FACEBOOK INCcl a | $2,300,000 | -11.8% | 13,791 | +8.4% | 0.83% | +10.6% |
| IWD | Buy | ISHARES TRrus 1000 val etf | $2,067,000 | +68.7% | 20,843 | +132.1% | 0.74% | +111.4% |
| NJAN | New | INNOVATOR ETFS TRnasdaq 100 pwr | $2,058,000 | – | 62,401 | +100.0% | 0.74% | – |
| GLD | New | SPDR GOLD TRUST | $2,039,000 | – | 13,775 | +100.0% | 0.73% | – |
| BFEB | New | INNOVATOR ETFS TRs&p 500 buffer | $1,901,000 | – | 90,975 | +100.0% | 0.68% | – |
| ADBE | Buy | ADOBE INC | $1,715,000 | -2.2% | 5,389 | +1.2% | 0.62% | +22.7% |
| FREL | New | FIDELITY COVINGTON TRmsci rl est etf | $1,656,000 | – | 79,618 | +100.0% | 0.60% | – |
| ABT | Buy | ABBOTT LABS | $1,586,000 | +56.6% | 20,096 | +71.9% | 0.57% | +96.6% |
| JNK | Buy | SPDR SER TRbloomberg brclys | $1,563,000 | +20.0% | 16,501 | +38.8% | 0.56% | +50.4% |
| T | Buy | AT&T INC | $1,482,000 | +5.6% | 50,854 | +41.6% | 0.53% | +32.3% |
| IVW | Buy | ISHARES TRs&p 500 grwt etf | $1,382,000 | +5.7% | 8,371 | +23.9% | 0.50% | +32.3% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $1,324,000 | -2.1% | 7,242 | +21.3% | 0.48% | +23.0% |
| LHX | Buy | L3HARRIS TECHNOLOGIES INC | $1,313,000 | -1.4% | 7,291 | +8.3% | 0.47% | +23.6% |
| MA | Buy | MASTERCARD INCcl a | $1,238,000 | -18.9% | 5,126 | +0.1% | 0.44% | +1.8% |
| GD | Buy | GENERAL DYNAMICS CORP | $1,235,000 | -12.3% | 9,333 | +16.8% | 0.44% | +9.9% |
| ICF | Buy | ISHARES TRcohen steer reit | $1,193,000 | +23.6% | 13,028 | +57.9% | 0.43% | +55.1% |
| EFG | New | ISHARES TReafe grwth etf | $1,166,000 | – | 16,393 | +100.0% | 0.42% | – |
| XSLV | Buy | INVESCO EXCHANGE-TRADED FD Ts&p smlcp low | $1,119,000 | -31.9% | 33,761 | +5.4% | 0.40% | -14.6% |
| IWB | New | ISHARES TRrus 1000 etf | $1,075,000 | – | 7,598 | +100.0% | 0.39% | – |
| IVE | Buy | ISHARES TRs&p 500 val etf | $1,037,000 | -22.9% | 10,772 | +4.2% | 0.37% | -3.4% |
| JNJ | Buy | JOHNSON & JOHNSON | $1,012,000 | -7.7% | 7,718 | +2.5% | 0.36% | +15.6% |
| GILD | Buy | GILEAD SCIENCES INC | $999,000 | +29.6% | 13,369 | +12.7% | 0.36% | +62.4% |
| PMAR | New | INNOVATOR ETFS TRs&p 500 pwr bufr | $978,000 | – | 40,670 | +100.0% | 0.35% | – |
| CRM | Buy | SALESFORCE COM INC | $961,000 | +40.3% | 6,672 | +58.1% | 0.34% | +76.0% |
| PYPL | Buy | PAYPAL HLDGS INC | $954,000 | -3.5% | 9,963 | +8.8% | 0.34% | +21.2% |
| SO | Buy | SOUTHERN CO | $941,000 | +3.9% | 17,373 | +22.0% | 0.34% | +30.0% |
| USHY | New | ISHARES TRbroad usd high | $918,000 | – | 25,873 | +100.0% | 0.33% | – |
| EFA | Buy | ISHARES TRmsci eafe etf | $891,000 | +13.4% | 16,666 | +47.1% | 0.32% | +42.2% |
| HYLB | Buy | DBX ETF TRxtrack usd high | $856,000 | +100.5% | 19,420 | +128.8% | 0.31% | +151.6% |
| XOM | Buy | EXXON MOBIL CORP | $854,000 | -26.1% | 22,494 | +35.9% | 0.31% | -7.3% |
| NOW | Buy | SERVICENOW INC | $840,000 | +48.1% | 2,931 | +45.5% | 0.30% | +86.4% |
| AADR | Buy | ADVISORSHARES TR | $835,000 | +264.6% | 20,711 | +422.6% | 0.30% | +354.5% |
| REGN | Buy | REGENERON PHARMACEUTICALS | $833,000 | +40.5% | 1,705 | +7.7% | 0.30% | +75.9% |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $824,000 | -18.7% | 11,794 | +8.0% | 0.30% | +2.1% |
| RMD | Buy | RESMED INC | $820,000 | -4.5% | 5,569 | +0.4% | 0.30% | +19.9% |
| BMAR | New | INNOVATOR ETFS TRs&p 500 buffer | $821,000 | – | 34,809 | +100.0% | 0.30% | – |
| DVA | Buy | DAVITA INC | $770,000 | +33.7% | 10,130 | +31.9% | 0.28% | +67.9% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $760,000 | +8.1% | 5,285 | +54.6% | 0.27% | +35.8% |
| ACAD | Buy | ACADIA PHARMACEUTICALS INC | $748,000 | +82.0% | 17,700 | +84.4% | 0.27% | +128.0% |
| IWO | New | ISHARES TRrus 2000 grw etf | $713,000 | – | 4,509 | +100.0% | 0.26% | – |
| SNN | Buy | SMITH & NEPHEW GROUP PLCspdn adr new | $709,000 | -16.8% | 19,771 | +11.3% | 0.26% | +4.5% |
| VV | Buy | VANGUARD INDEX FDSlarge cap etf | $706,000 | -18.7% | 5,961 | +1.6% | 0.25% | +2.0% |
| MELI | Buy | MERCADOLIBRE INC | $699,000 | +143.6% | 1,432 | +185.8% | 0.25% | +206.1% |
| BIIB | Buy | BIOGEN INC | $694,000 | +8.1% | 2,192 | +1.3% | 0.25% | +35.3% |
| CSCO | Buy | CISCO SYS INC | $687,000 | +32.4% | 17,472 | +67.2% | 0.25% | +65.8% |
| CAH | Buy | CARDINAL HEALTH INC | $676,000 | +19.9% | 14,105 | +26.5% | 0.24% | +50.0% |
| EJAN | New | INNOVATOR ETFS TRmsci emgr mkt | $674,000 | – | 29,515 | +100.0% | 0.24% | – |
| ADSK | Buy | AUTODESK INC | $664,000 | +186.2% | 4,255 | +236.6% | 0.24% | +260.6% |
| DUK | Buy | DUKE ENERGY CORP NEW | $637,000 | +38.8% | 7,873 | +56.5% | 0.23% | +74.8% |
| LULU | Buy | LULULEMON ATHLETICA INC | $555,000 | -8.1% | 2,927 | +12.0% | 0.20% | +15.0% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $552,000 | -25.7% | 16,069 | +0.5% | 0.20% | -7.0% |
| SBUX | Buy | STARBUCKS CORP | $546,000 | -12.2% | 8,308 | +17.2% | 0.20% | +10.1% |
| VIAC | Buy | VIACOMCBS INCcl b | $520,000 | -42.9% | 37,089 | +69.8% | 0.19% | -28.4% |
| BJAN | New | INNOVATOR ETFS TRs&p 500 buffer | $500,000 | – | 20,255 | +100.0% | 0.18% | – |
| INTC | Buy | INTEL CORP | $502,000 | +71.9% | 9,269 | +90.2% | 0.18% | +114.3% |
| NSC | Buy | NORFOLK SOUTHERN CORP | $497,000 | -14.3% | 3,403 | +13.9% | 0.18% | +7.2% |
| RACE | New | FERRARI N V | $479,000 | – | 3,142 | +100.0% | 0.17% | – |
| PEG | Buy | PUBLIC SVC ENTERPRISE GRP IN | $465,000 | +57.6% | 10,357 | +107.3% | 0.17% | +98.8% |
| SJNK | Buy | SPDR SER TRbloomberg srt tr | $459,000 | +18.0% | 19,480 | +34.9% | 0.16% | +48.6% |
| IWS | New | ISHARES TRrus mdcp val etf | $455,000 | – | 7,103 | +100.0% | 0.16% | – |
| NFLX | Buy | NETFLIX INC | $449,000 | +30.1% | 1,196 | +12.2% | 0.16% | +62.6% |
| ABBV | Buy | ABBVIE INC | $442,000 | +80.4% | 5,801 | +109.7% | 0.16% | +127.1% |
| HYS | Buy | PIMCO ETF TR0-5 high yield | $426,000 | +51.1% | 4,965 | +75.4% | 0.15% | +88.9% |
| PFE | Buy | PFIZER INC | $420,000 | -6.2% | 12,868 | +12.7% | 0.15% | +18.0% |
| PAPR | New | INNOVATOR ETFS TRs&p 500 pwr bu | $419,000 | – | 17,353 | +100.0% | 0.15% | – |
| ILCG | Buy | ISHARES TRmrngstr lg-cp gr | $402,000 | -9.9% | 2,164 | +1.9% | 0.14% | +12.5% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $398,000 | -22.3% | 3,479 | +12.5% | 0.14% | -2.7% |
| HES | Buy | HESS CORP | $377,000 | +1.6% | 11,312 | +104.0% | 0.14% | +27.4% |
| HD | Buy | HOME DEPOT INC | $368,000 | +66.5% | 1,971 | +95.1% | 0.13% | +109.5% |
| WFC | Buy | WELLS FARGO CO NEW | $364,000 | -27.8% | 12,691 | +40.9% | 0.13% | -9.0% |
| LIN | Buy | LINDE PLC | $358,000 | +75.5% | 2,071 | +115.7% | 0.13% | +122.4% |
| IEMG | Buy | ISHARES INCcore msci emkt | $357,000 | -23.9% | 8,823 | +1.2% | 0.13% | -4.5% |
| GLPG | Buy | GALAPAGOS NVspon adr | $354,000 | +6.6% | 1,808 | +12.5% | 0.13% | +33.7% |
| NVS | Buy | NOVARTIS A Gsponsored adr | $346,000 | +18.1% | 4,200 | +35.6% | 0.12% | +47.6% |
| VOO | Buy | VANGUARD INDEX FDS | $343,000 | -10.7% | 1,449 | +11.5% | 0.12% | +11.8% |
| IEFA | Buy | ISHARES TRcore msci eafe | $338,000 | +4.0% | 6,776 | +36.0% | 0.12% | +30.1% |
| GS | Buy | GOLDMAN SACHS GROUP INC | $334,000 | -29.4% | 2,159 | +5.1% | 0.12% | -11.1% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $330,000 | +24.5% | 1,325 | +46.9% | 0.12% | +56.6% |
| NVDA | New | NVIDIA CORP | $319,000 | – | 1,208 | +100.0% | 0.12% | – |
| ILMN | Buy | ILLUMINA INC | $320,000 | +20.8% | 1,172 | +46.5% | 0.12% | +51.3% |
| ALL | Buy | ALLSTATE CORP | $316,000 | -20.0% | 3,446 | +1.3% | 0.11% | 0.0% |
| SAP | Buy | SAP SEspon adr | $310,000 | -17.1% | 2,802 | +0.4% | 0.11% | +3.7% |
| NOC | Buy | NORTHROP GRUMMAN CORP | $306,000 | +23.4% | 1,011 | +39.6% | 0.11% | +54.9% |
| KNSA | New | KINIKSA PHARMACEUTICALS LTD | $305,000 | – | 19,700 | +100.0% | 0.11% | – |
| MDT | New | MEDTRONIC PLC | $303,000 | – | 3,355 | +100.0% | 0.11% | – |
| KMB | Buy | KIMBERLY CLARK CORP | $304,000 | +40.7% | 2,376 | +51.0% | 0.11% | +75.8% |
| XYL | Buy | XYLEM INC | $302,000 | +3.4% | 4,632 | +25.0% | 0.11% | +28.6% |
| KO | Buy | COCA COLA CO | $289,000 | +34.4% | 6,523 | +68.2% | 0.10% | +67.7% |
| BP | Buy | BP PLCsponsored adr | $289,000 | +12.0% | 11,867 | +73.4% | 0.10% | +40.5% |
| CHE | Buy | CHEMED CORP NEW | $288,000 | +0.7% | 665 | +2.3% | 0.10% | +25.6% |
| HON | Buy | HONEYWELL INTL INC | $284,000 | +38.5% | 2,126 | +83.4% | 0.10% | +72.9% |
| AMAT | New | APPLIED MATLS INC | $280,000 | – | 6,112 | +100.0% | 0.10% | – |
| NICE | Buy | NICE LTDsponsored adr | $279,000 | -6.4% | 1,945 | +1.1% | 0.10% | +17.6% |
| EQIX | Buy | EQUINIX INC | $273,000 | +23.0% | 438 | +15.0% | 0.10% | +53.1% |
| FBND | New | FIDELITYtotal bd etf | $266,000 | – | 5,132 | +100.0% | 0.10% | – |
| BAC | Buy | BK OF AMERICA CORP | $266,000 | +26.7% | 12,509 | +109.4% | 0.10% | +60.0% |
| CHTR | Buy | CHARTER COMMUNICATIONS INC Ncl a | $265,000 | -6.0% | 608 | +4.3% | 0.10% | +17.3% |
| MMM | Buy | 3M CO | $264,000 | +3.1% | 1,931 | +33.2% | 0.10% | +30.1% |
| MCD | New | MCDONALDS CORP | $255,000 | – | 1,545 | +100.0% | 0.09% | – |
| BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $254,000 | -2.3% | 1,306 | +6.7% | 0.09% | +23.0% |
| EXPO | Buy | EXPONENT INC | $241,000 | +13.1% | 3,346 | +8.1% | 0.09% | +42.6% |
| WELL | Buy | WELLTOWER INC | $240,000 | -27.5% | 5,250 | +29.9% | 0.09% | -9.5% |
| WMT | New | WALMART INC | $236,000 | – | 2,074 | +100.0% | 0.08% | – |
| COST | New | COSTCO WHSL CORP NEW | $232,000 | – | 813 | +100.0% | 0.08% | – |
| QTS | Buy | QTS RLTY TR INC | $232,000 | +14.9% | 4,002 | +7.6% | 0.08% | +43.1% |
| AMT | Buy | AMERICAN TOWER CORP NEW | $231,000 | +6.0% | 1,062 | +11.9% | 0.08% | +33.9% |
| TAL | Buy | TAL EDUCATION GROUPsponsored ads | $225,000 | +11.9% | 4,233 | +1.3% | 0.08% | +39.7% |
| AXP | Buy | AMERICAN EXPRESS CO | $226,000 | -25.7% | 2,638 | +8.0% | 0.08% | -6.9% |
| VCIT | New | VANGUARD SCOTTSDALE FDSint-term corp | $222,000 | – | 2,549 | +100.0% | 0.08% | – |
| CLX | New | CLOROX CO DEL | $218,000 | – | 1,258 | +100.0% | 0.08% | – |
| KMI | New | KINDER MORGAN INC DEL | $216,000 | – | 15,546 | +100.0% | 0.08% | – |
| SPGI | New | S&P GLOBAL INC | $215,000 | – | 878 | +100.0% | 0.08% | – |
| NLOK | New | NORTONLIFELOCK INC | $214,000 | – | 11,433 | +100.0% | 0.08% | – |
| ZTO | New | ZTO EXPRESS CAYMAN INCsponsored ads a | $212,000 | – | 7,988 | +100.0% | 0.08% | – |
| MDLZ | New | MONDELEZ INTL INCcl a | $211,000 | – | 4,206 | +100.0% | 0.08% | – |
| AQN | Buy | ALGONQUIN PWR UTILS CORP | $211,000 | +1.9% | 15,735 | +7.4% | 0.08% | +28.8% |
| CTXS | New | CITRIX SYS INC | $207,000 | – | 1,461 | +100.0% | 0.07% | – |
| POWI | Buy | POWER INTEGRATIONS INC | $205,000 | -3.3% | 2,321 | +8.2% | 0.07% | +21.3% |
| EXR | New | EXTRA SPACE STORAGE INC | $207,000 | – | 2,162 | +100.0% | 0.07% | – |
| FMC | New | F M C CORP | $202,000 | – | 2,474 | +100.0% | 0.07% | – |
| CCOI | New | COGENT COMMUNICATIONS HLDGS | $204,000 | – | 2,485 | +100.0% | 0.07% | – |
| AU | Buy | ANGLOGOLD ASHANTI LTDsponsored adr | $195,000 | -25.0% | 11,708 | +0.5% | 0.07% | -5.4% |
| GFI | Buy | GOLD FIELDS LTD NEWsponsored adr | $184,000 | -19.3% | 38,709 | +12.3% | 0.07% | +1.5% |
| AES | Buy | AES CORP | $184,000 | -34.3% | 13,556 | +4.3% | 0.07% | -17.5% |
| CERS | New | CERUS CORP | $177,000 | – | 38,138 | +100.0% | 0.06% | – |
| BCRX | Buy | BIOCRYST PHARMACEUTICALS INC | $174,000 | +58.2% | 87,078 | +172.1% | 0.06% | +93.8% |
| EPD | Buy | ENTERPRISE PRODS PARTNERS L | $169,000 | -45.5% | 11,799 | +7.3% | 0.06% | -31.5% |
| CZZ | Buy | COSAN LTD | $164,000 | -41.4% | 13,354 | +8.9% | 0.06% | -26.2% |
| HSC | New | HARSCO CORP | $139,000 | – | 20,000 | +100.0% | 0.05% | – |
| ET | Buy | ENERGY TRANSFER LP | $128,000 | -55.4% | 27,722 | +23.8% | 0.05% | -43.9% |
| DBVT | New | DBV TECHNOLOGIES S Asponsored adr | $108,000 | – | 27,588 | +100.0% | 0.04% | – |
| MBT | New | MOBILE TELESYSTEMS PJSCsponsored adr | $108,000 | – | 14,259 | +100.0% | 0.04% | – |
| SBSW | New | SIBANYE STILLWATER LTDsponsored adr | $105,000 | – | 22,272 | +100.0% | 0.04% | – |
| EDAP | Buy | EDAP TMS S Asponsored adr | $103,000 | +56.1% | 45,500 | +203.3% | 0.04% | +94.7% |
| GE | Buy | GENERAL ELECTRIC CO | $100,000 | -18.0% | 12,645 | +15.5% | 0.04% | +2.9% |
| LPTX | New | LEAP THERAPEUTICS INC | $101,000 | – | 64,165 | +100.0% | 0.04% | – |
| VER | New | VEREIT INC | $51,000 | – | 10,356 | +100.0% | 0.02% | – |
| USO | New | UNITED STATES OIL FUND LPunits | $51,000 | – | 12,114 | +100.0% | 0.02% | – |
| BBVA | Buy | BANCO BILBAO VIZCAYA ARGENTAsponsored adr | $36,000 | -41.9% | 11,916 | +7.3% | 0.01% | -27.8% |
| Buy | NABRIVA THERAPEUTICS PLC | $23,000 | -11.5% | 39,400 | +97.0% | 0.01% | +14.3% | |
| TRVN | New | TREVENA INC | $14,000 | – | 25,000 | +100.0% | 0.01% | – |
| ADXS | New | ADVAXIS INC | $15,000 | – | 28,888 | +100.0% | 0.01% | – |
| UWT | New | CITIGROUP GLOBAL MKTS HLDGS | $14,000 | – | 86,440 | +100.0% | 0.01% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
- AllianceBernstein LP #1
- Advisory Research Inc #2
- AEW Capital Management LP #3
- AMI Asset Management Corp #4
- Aristotle Capital Management LLC #5
- AthenaInvest Advisors LLC #6
- Atlanta Capital #7
- Beaumont Financial Partners LLC #8
- Berkshire Asset Management LLC #9
- BMO Asset Management Corp #10
- Brookmont Capital Management LLC #11
- Cambiar Investors LLC #12
- Clark Capital Management Group LLC #13
- Cohen & Steers Capital Management Inc #14
- Columbia Management Investment Advisers LLC #15
- Congress Asset Management Company #16
- Copeland Capital Management LLC #17
- Diamond Hill Capital Management Inc #18
- DSM Capital Partners LLC #19
- Dorsey, Wright & Associates LLC #20
- Goldman Sachs Asset Management LP #21
- Granite Investment Partners LLC #22
- Eaton Vance Management #23
- Granite Investment Partners LLC #24
- GW&K Investment Management LLC #25
- Harding Loevner LP #26
- Henry James International Management Inc. #27
- Invesco Advisers Inc #28
- JP Morgan #29
- Lazard Asset Management LLC #30
- Legg Mason Private Portfolio Group, LLC #31
- Macquarie Invesment Management Business Trust #32
- Miller Howard Investments Inc #33
- Neuberger Berman Investment Advisers LLC #34
- Newfound Research LLC #35
- Parametric Portfolio Associates LLC #36
- Peregrine Capital Management LLC #37
- Polen Capital Management LLC #38
- SouthernSun Asset Management LLC #39
- Sustainable Growth Advisers, LP #40
- London Co of Virginia #41
- Thompson, Siegel & Walmsley LLC #42
- Thornburg #43
- W.E. Donoghue & Co. LLC #44
- Wakefield Asset Management LLLP #45
- WCM Investment Management LLC #46
- Redwood Investments LLC #47
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-04-30
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| CHUBB LIMITED | 17 | Q3 2023 | 10.2% |
| SPDR S&P 500 ETF TR | 17 | Q3 2023 | 6.3% |
| MICROSOFT CORP | 17 | Q3 2023 | 2.0% |
| ALPHABET INC | 17 | Q3 2023 | 1.7% |
| ALPHABET INC | 17 | Q3 2023 | 1.5% |
| ISHARES TR | 17 | Q3 2023 | 4.6% |
| INDEXIQ ETF TR | 17 | Q3 2023 | 1.8% |
| PROSHARES TR | 17 | Q3 2023 | 1.5% |
| MERCK &CO INC | 17 | Q3 2023 | 1.4% |
| VERIZON COMMUNICATIONS INC | 17 | Q3 2023 | 1.4% |
View PERSONAL CFO SOLUTIONS, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-13 |
| 13F-HR | 2024-02-13 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-10 |
| 13F-HR | 2023-05-09 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-01 |
| 13F-HR | 2022-08-05 |
| 13F-HR | 2022-05-02 |
| 13F-HR | 2022-02-11 |
View PERSONAL CFO SOLUTIONS, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.